AIMZ Investment Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), AIMZ Investment Advisors, LLC reported 119 stock positions worth $279.0 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Meta Platforms Class A (META, 5.6%) and Microsoft (MSFT, 4.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 22 and reduced 58. The biggest buy was a new position in Epam Systems (EPAM) and the biggest sale PayPal (PYPL, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$279.0M (Q2 2024)
SEC Filing
0001630365-24-000007 ↗ filed Aug 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $268.1M Q1 2024 Q2 2024: $279.0M $279.0M Q2 2024 Q3 2024: $293.0M Q3 2024 Q4 2024: $287.9M Q4 2024 Q1 2025: $286.4M Q1 2025 Q2 2025: $298.7M Q2 2025 Q3 2025: $318.7M Q3 2025 Q4 2025: $349.6M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $363.5M Q2 2026

Holdings 119 stocks · $279.0M
AAPL Apple Inc. 6.69% 88,620 $18.7M Reduce -2.6%
META Meta Platforms Inc. Class A 5.60% 30,970 $15.6M Reduce -1.7%
MSFT Microsoft Corp. 4.73% 29,525 $13.2M Reduce -2.7%
QCOM Qualcomm Inc. 4.24% 59,434 $11.8M Reduce -2.6%
REGN Regeneron Pharmaceuticals 3.76% 9,984 $10.5M Reduce -1.8%
VRTX Vertex Pharmaceuticals Inc. 3.61% 21,466 $10.1M Reduce -1.6%
GOOG Alphabet Inc. Class C 3.38% 51,431 $9.4M Reduce -4.6%
GOOGL Alphabet Inc. Class A 2.82% 43,157 $7.9M Reduce -0.9%
NTAP Netapp Inc. 2.75% 59,620 $7.7M Reduce -2.9%
INFY Infosys Ltd.-SP ADR 2.12% 318,058 $5.9M Reduce -0.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.95% 47,142 $5.4M Reduce -0.9%
CTAS Cintas Corp. 1.80% 7,172 $5.0M Reduce -3.7%
EXPD Expeditors Intl Wash Inc. 1.74% 38,836 $4.8M Reduce -1.3%
GILD Gilead Sciences Inc. 1.67% 67,863 $4.7M Reduce -0.8%
AZN Astrazeneca PLC-Spons ADR 1.64% 58,709 $4.6M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.59% 10,927 $4.4M Reduce -1.4%
EPAM Epam Systems Inc. 1.52% 22,620 $4.3M New
INCY Incyte Corp. 1.52% 69,835 $4.2M Reduce -1.6%
AMGN Amgen Inc. 1.52% 13,539 $4.2M Reduce -1.1%
CHKP Check Point Software Tech 1.40% 23,739 $3.9M Reduce -0.9%
CHRW C.H. Robinson Worldwide Inc. 1.36% 43,089 $3.8M Reduce -0.8%
TEVA Teva Pharmaceutical-SP ADR 1.34% 229,324 $3.7M Reduce -1.6%
ADBE Adobe Inc. 1.29% 6,484 $3.6M No change
WMT Walmart Inc. 1.22% 50,325 $3.4M Reduce -0.4%
CSCO Cisco Systems Inc. 1.22% 71,499 $3.4M Reduce -1.4%
MRK Merck & Co. Inc. 1.19% 26,723 $3.3M Reduce -2.6%
SYK Stryker Corp. 1.18% 9,648 $3.3M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.16% 18,720 $3.2M Reduce -1.4%
PYPL PayPal Holdings Inc. 1.16% 55,612 $3.2M Reduce -0.8%
CI The Cigna Group 1.13% 9,500 $3.1M Reduce -4.7%
UNH Unitedhealth Group Inc. 1.03% 5,645 $2.9M Reduce -0.3%
ABBV Abbvie Inc. 0.99% 16,067 $2.8M Add +0.0%
LOW Lowe's Cos Inc. 0.93% 11,808 $2.6M Add +0.0%
DLB Dolby Laboratories Inc. Class A 0.92% 32,460 $2.6M Add +0.0%
ADI Analog Devices Inc. 0.89% 10,848 $2.5M Add +0.0%
GSK GSK PLC-Spon ADR 0.86% 62,339 $2.4M Reduce -0.9%
EEFT Euronet Worldwide Inc. 0.85% 22,925 $2.4M No change
BMY Bristol-Myers Squibb Co. 0.80% 53,419 $2.2M Add +1.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.78% 14,528 $2.2M Add +2.4%
ITW Illinois Tool Works 0.78% 9,218 $2.2M Add +0.0%
PEP Pepsico Inc. 0.77% 13,081 $2.2M No change
ORCL Oracle Corp. 0.75% 14,777 $2.1M Reduce -6.6%
BEN Franklin Templeton Inc. 0.72% 89,276 $2.0M Reduce -1.3%
JNJ Johnson & Johnson 0.72% 13,652 $2.0M Reduce -2.8%
URBN Urban Outfitters Inc. 0.65% 43,956 $1.8M Reduce -2.2%
ABT Abbott Laboratories 0.64% 17,099 $1.8M Add +0.0%
VYM Vanguard High DVD Yield ETF 0.62% 14,664 $1.7M Add +2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.60% 10,491 $1.7M Add +3.1%
VIG Vanguard Dividend Apprec ETF 0.59% 8,974 $1.6M Add +2.0%
KO The Coca-Cola Co. 0.58% 25,574 $1.6M Add +0.0%
HD Home Depot Inc. 0.58% 4,700 $1.6M No change
EMR Emerson Electric Co. 0.57% 14,522 $1.6M Reduce -0.3%
TDY Teledyne Technologies Inc. 0.57% 4,091 $1.6M No change
SBUX Starbucks Corp. 0.54% 19,492 $1.5M Add +247.4%
XOM Exxon Mobil Corp. 0.53% 12,939 $1.5M Add +0.0%
DOX Amdocs Ltd. 0.52% 18,429 $1.5M Add +0.0%
PRLB Proto Labs Inc. 0.52% 46,523 $1.4M Reduce -2.0%
MDT Medtronic PLC 0.52% 18,257 $1.4M Reduce -0.4%
NVS Novartis AG-Sponsored ADR 0.51% 13,488 $1.4M Add +0.1%
VHT Vanguard Health Care ETF 0.51% 5,347 $1.4M Add +2.5%
SPGI S&P Global Inc. 0.50% 3,122 $1.4M No change
NVDA Nvidia Corp. 0.45% 10,210 $1.3M Add +6.3%
NFLX Netflix Inc. 0.45% 1,843 $1.2M No change
INTC Intel Corp. 0.44% 39,357 $1.2M Reduce -0.9%
AMZN Amazon.com Inc. 0.37% 5,280 $1.0M No change
MYGN Myriad Genetics Inc. 0.35% 39,585 $968K No change
PRF Invesco Rafi US 1000 ETF 0.34% 25,000 $949K No change
UPS United Parcel Service Class B 0.33% 6,675 $913K Reduce -1.1%
WIT Wipro Ltd.-ADR 0.32% 148,572 $906K No change
KLAC KLA Corp. 0.30% 1,007 $830K No change
CPRI Capri Holdings Ltd. 0.29% 24,285 $803K Reduce -0.4%
DLTR Dollar Tree Inc. 0.26% 6,870 $734K Reduce -0.7%
WBA Walgreens Boots Alliance Inc. 0.25% 57,722 $698K Reduce -2.3%
TSLA Tesla Inc. 0.25% 3,477 $688K Add +0.3%
USMV iShares MSCI USA Min Vol Fac 0.24% 8,024 $674K No change
WFC Wells Fargo & Co. 0.24% 11,235 $667K Reduce -8.9%
COST Costco Wholesale Corp. 0.23% 740 $629K No change
HLN Haleon PLC-ADR 0.22% 75,400 $623K Reduce -11.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 15,500 $616K Reduce -18.8%
MRVL Marvell Technology Inc. 0.21% 8,367 $585K Reduce -5.6%
VEU Vanguard Ftse All-World Ex-U 0.20% 9,650 $566K Reduce -17.5%
MCD McDonald's Corp. 0.18% 1,977 $504K No change
MMM 3M Co. 0.18% 4,798 $490K No change
JPM JPMorgan Chase & Co. 0.17% 2,389 $483K Reduce -7.7%
EBAY eBay Inc. 0.17% 8,931 $480K Add +0.0%
AMAT Applied Materials Inc. 0.17% 1,985 $468K Reduce -4.8%
LLY Eli Lilly & Co. 0.16% 503 $455K No change
PFE Pfizer Inc. 0.16% 16,000 $448K Reduce -1.4%
ISRG Intuitive Surgical Inc. 0.16% 990 $440K No change
KSS Kohls Corp. 0.16% 19,074 $439K Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 772 $420K No change
SHEL Shell PLC-ADR 0.15% 5,675 $410K No change
ADP Automatic Data Processing 0.14% 1,685 $402K No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.14% 10,500 $400K No change
SRE Sempra 0.13% 4,910 $373K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 944 $353K Add +12.0%
HIPO Hippo Holdings Inc. 0.12% 20,210 $347K No change
WAL Western Alliance Bancorp 0.12% 5,319 $334K No change
PPL PPL Corp. 0.12% 11,633 $322K No change
MA Mastercard Inc. Class A 0.11% 714 $315K No change

Show all 119 holdings

Portfolio Sells Q1 2024 → Q2 2024
PYPL PayPal Holdings Inc. Reduce -0.8% 1.16% −0.24
BEN Franklin Templeton Inc. Reduce -1.3% 0.72% −0.23
WBA Walgreens Boots Alliance Inc. Reduce -2.3% 0.25% −0.23
CI The Cigna Group Reduce -4.7% 1.13% −0.22
INTC Intel Corp. Reduce -0.9% 0.44% −0.22
TROW T Rowe Price Group Inc. Reduce -0.9% 1.95% −0.21
GILD Gilead Sciences Inc. Reduce -0.8% 1.67% −0.20
IBM Intl Business Machines Corp. Reduce -1.4% 1.16% −0.19
MRK Merck & Co. Inc. Reduce -2.6% 1.19% −0.16
GSK GSK PLC-Spon ADR Reduce -0.9% 0.86% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 1.59% −0.15
CSCO Cisco Systems Inc. Reduce -1.4% 1.22% −0.13
CPRI Capri Holdings Ltd. Reduce -0.4% 0.29% −0.12
PRLB Proto Labs Inc. Reduce -2.0% 0.52% −0.12
SYK Stryker Corp. Reduce -0.3% 1.18% −0.11
JNJ Johnson & Johnson Reduce -2.8% 0.72% −0.11
CTAS Cintas Corp. Reduce -3.7% 1.80% −0.11
META Meta Platforms Inc. Class A Reduce -1.7% 5.60% −0.11
DIS The Walt Disney Co. Sold out 0.00% −0.09
URBN Urban Outfitters Inc. Reduce -2.2% 0.65% −0.08
DLTR Dollar Tree Inc. Reduce -0.7% 0.26% −0.08
MDT Medtronic PLC Reduce -0.4% 0.52% −0.08
GE General Electric Sold out 0.00% −0.08
PNC PNC Financial Services Group Sold out 0.00% −0.08
CHKP Check Point Software Tech Reduce -0.9% 1.40% −0.06
VEU Vanguard Ftse All-World Ex-U Reduce -17.5% 0.20% −0.05
KSS Kohls Corp. Reduce -0.3% 0.16% −0.05
BAC Bank of America Corp. Reduce -18.8% 0.22% −0.05
EXPD Expeditors Intl Wash Inc. Reduce -1.3% 1.74% −0.05
UPS United Parcel Service Class B Reduce -1.1% 0.33% −0.05
HLN Haleon PLC-ADR Reduce -11.1% 0.22% −0.05
EMR Emerson Electric Co. Reduce -0.3% 0.57% −0.04
MSFT Microsoft Corp. Reduce -2.7% 4.73% −0.03
WFC Wells Fargo & Co. Reduce -8.9% 0.24% −0.03
MRVL Marvell Technology Inc. Reduce -5.6% 0.21% −0.02
JPM JPMorgan Chase & Co. Reduce -7.7% 0.17% −0.02
CVX Chevron Corp. Reduce -11.6% 0.08% −0.01
UNH Unitedhealth Group Inc. Reduce -0.3% 1.03% −0.01
PFE Pfizer Inc. Reduce -1.4% 0.16% −0.01
INFY Infosys Ltd.-SP ADR Reduce -0.1% 2.12% −0.01
VZ Verizon Communications Inc. Reduce -1.3% 0.07% −0.01
ELV Elevance Health Inc. Reduce -3.7% 0.08% −0.00
AFL Aflac Inc. Reduce -2.4% 0.09% −0.00
T AT&T Inc. Reduce -5.5% 0.10% −0.00
MVLA Movella Holdings Inc. Sold out 0.00% −0.00
NOK Nokia Corp.-Spon ADR Reduce -3.4% 0.03% −0.00
ORCL Oracle Corp. Reduce -6.6% 0.75% +0.01
AMAT Applied Materials Inc. Reduce -4.8% 0.17% +0.01
INCY Incyte Corp. Reduce -1.6% 1.52% +0.01
DELL Dell Technologies -C Reduce -2.7% 0.11% +0.01

Portfolio Buys Q1 2024 → Q2 2024
EPAM Epam Systems Inc. New 1.52% +1.52
SBUX Starbucks Corp. Add +247.4% 0.54% +0.35
NVDA Nvidia Corp. Add +6.3% 0.45% +0.13
SGOV iShares 0-3 Month Treasury B New 0.10% +0.10
ADI Analog Devices Inc. Add +0.0% 0.89% +0.09
AVGO Broadcom Inc. New 0.07% +0.07
NVS Novartis AG-Sponsored ADR Add +0.1% 0.51% +0.03
TSLA Tesla Inc. Add +0.3% 0.25% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +12.0% 0.13% +0.02
KO The Coca-Cola Co. Add +0.0% 0.58% −0.00
EBAY eBay Inc. Add +0.0% 0.17% −0.00
V Visa Inc. Class A Add +1.9% 0.10% −0.01
VIG Vanguard Dividend Apprec ETF Add +2.0% 0.59% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +3.1% 0.60% −0.01
VHT Vanguard Health Care ETF Add +2.5% 0.51% −0.02
VYM Vanguard High DVD Yield ETF Add +2.4% 0.62% −0.02
XOM Exxon Mobil Corp. Add +0.0% 0.53% −0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.4% 0.78% −0.04
ABT Abbott Laboratories Add +0.0% 0.64% −0.09
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.92% −0.09
DOX Amdocs Ltd. Add +0.0% 0.52% −0.10
ABBV Abbvie Inc. Add +0.0% 0.99% −0.10
ITW Illinois Tool Works Add +0.0% 0.78% −0.14
LOW Lowe's Cos Inc. Add +0.0% 0.93% −0.19
BMY Bristol-Myers Squibb Co. Add +1.5% 0.80% −0.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 153$363.5MAAPL, GOOGL, META, GOOG, MSFT
Q1 2026 139$323.6MAAPL, META, GOOGL, GOOG, MSFT
Q4 2025 140$349.6MAAPL, META, MSFT, GOOGL, GOOG
Q3 2025 128$318.7MAAPL, META, MSFT, GOOG, GOOGL
Q2 2025 130$298.7MMETA, AAPL, MSFT, QCOM, VRTX
Q1 2025 125$286.4MAAPL, META, MSFT, VRTX, QCOM
Q4 2024 124$287.9MAAPL, META, MSFT, GOOG, QCOM
Q3 2024 124$293.0MAAPL, META, MSFT, REGN, QCOM
Q2 2024 119$279.0MAAPL, META, MSFT, QCOM, REGN
Q1 2024 120$268.1MAAPL, META, MSFT, QCOM, REGN